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The difference between permissions and roles:

• Permissions: Allows user to perform a specific task for the entire system

• • Access to perform the task for all Cost Centers

• • Multiple permissions can be selected

• Roles: Allows user to perform a group of tasks for specific Cost Center(s)

• • Access to perform several tasks (predetermined) for one or more Cost Centers

• • User can only have one role per Cost Center

Table of Contents

Roles include:

Super User

• Access to all system functionality

• Must be assigned by a DCI Representative

Base User

• Add punch entries

• View accounts and account details 

• Publish scheduling availability

• View schedule and schedule details

• View profile certifications

• View and compose message

• Access help center materials

• View and edit user settings

View Only

• All abilities of base employees

• View accounts and account details

• View employees and employee details

• View clients and client details

• View punches and punch details

• View notes

• View attachments

• View schedules

• Run reports

Auditor

• All abilities of View Only Role

• View events

• Download attachments

• Supervisor

• All abilities of View Only Role

• Edit Employee/Client Profile Details

• Add Employee/Client Service Account

• Add/Edit/Approve/Reject Employee Punch and Client Absentee/Attendance Punches

• Add Compensating Employee/Client Punch

• Add Notes/Attachments

• Add/Modify Employee/Client schedules

• Run reports

Supervisor

• All abilities of Base User Role

• Edit Employee/Client Profile Details

• Add Employee/Client Service Account

• Add/Edit/Approve/Reject Employee Punch and Client Absentee/Attendance Punches

• Add Compensating Employee/Client Punch

• Add Notes/Attachments

• Add/Modify Employee/Client schedules

• Run reports

Payroll Team

• All abilities of base employee

• Create new batch

• Add transaction(s) to existing batch

• Remove/split transactions from batch

• Remove/split transactions from batch

• Find batch

• Find transaction

• Find client

• Find employee

• Merge batches

• Transmit batch to payroll

• Reconcile batch from payroll

• Add attachment/annotation

• Run reports

Billing Team

• All abilities of base employee

• All abilities of Authorization Role

• Create new batch

• Add transaction(s) to existing batch

• Remove/split transactions from batch

• Find batch

• Find transaction

• Find client

• View authorizations module

• Merge batches

• Transmit batch to payroll

• Reconcile batch from payroll

• Add attachment/annotation

• Run reports

• Authorization

• All abilities of base employee

• Add/edit client funding accounts

• Add/edit authorizations

• Run reports

Employer (not available in Service Provider Mode)

• All abilities of View Only Role

• Manage Employee Punch Entries

• Add Employee Punches

• Add Notes/Attachments

• Run reports for associated cost center(s)